RFQ 21-036 Topographical And Boundary Survey Services - Instructions For Proposers Part 1-4 with Exhibits - Final.pdf

SALEM AREA MASS TRANSIT DISTRICT (SAMTD)

Topographical & Boundary Survey Services RFQ No. 21-036

SALEM AREA MASS TRANSIT DISTRICT

REQUEST FOR QUALIFICATIONS

Architectural and Engineering Services

RFQ 21-036

TOPOGRAPHICAL AND BOUNDARY SURVEY SERVICES

Date Issued: December 22, 2021

Pre-Proposal Conference: January 7, 2022 11:00AM PST * Non-Mandatory *

Requests for Question Deadline: January 14, 2022 4:00PM PST

Response to Questions: January 19, 2022 5:00PM PST

Proposal Closes & Responses Due: January 31, 2022 4:00PM PST

Project Manager: Steve Dickey, Director of Technology & Program Management

Procurement Contact Daniel M. Knauss, Procurement & Contracts Manager

Submit Bid: Salem Area Mass Transit District Procurement & Contracts Department 555 Court Street NE, Suite 5230 Salem, Oregon 97301

TABLE OF CONTENTS

RFQ 21-036

SECTION NO OF PAGES

1. RFQ COVER PAGE……………………………………………………………………… 1

2. TABLE OF CONTENTS……………………………………………………………………1

3. PART 1 - INSTRUCTIONS FOR PROPOSER .……………………………………..… 9

4. PART 2 – SCOPE AND SPECIFICATIONS …………………………….…..……

5. PART 3 - EXHIBITS 1-14 – PROPOSAL FORMS .………….…..………………...…18

6. PART 4 – EVALUATION OF PROPOSALS ……………………………………………5

7. EXHIBIT A – FTA CONTRACT CLAUSES ………………………………………..…. 31

8. EXHIBIT B – FORM OF CONTRACT .…………………………………………………51

PART 1

INSTRUCTIONS FOR PROPOSER

SALEM AREA MASS TRANSIT DISTRICT

REQUEST FOR QUALIFICATIONS (RFQ)

Architectural and Engineering Services

RFQ No. 21-036

Issue Date: December 22, 2021 Proposal Due: January 31, 2022 Time: 4:00 PM PST

SAMTD OVERVIEW

Salem Area Mass Transit District (SAMTD) is the public transportation agency operating fixed-route, regional express, and paratransit service in the urban growth boundary of the Salem-Keizer area, as well as Marion and Polk counties. SAMTD services include Cherriots Local, Cherriots Regional, Cherriots LIFT (paratransit service), Cherriots Shop and Ride, Travel Training, and Transportation Options, which promotes additional services such as carpool and vanpool matching.

SAMTD operates 64 local buses, 43 paratransit buses (Cherriots LIFT), 15 regional buses (Cherriots Regional), and five shopper shuttles. Most SAMTD services operate seven days a week.

SAMTD Locations:

Administrative Offices General Manager, Finance, Customer Service, Marketing, Human Resources and part of the Operations Division are located at:

555 Court St N.E., Suite 5230 Salem, OR 97301

Operations, Contracted Services, and Maintenance Del Webb Facility 3140 Del Webb Ave.

Salem, OR 97301 The Del Webb facility also includes the parking area for buses not in service.

Keizer Transit Center 5860 Keizer Station Blvd., N.E.

Keizer, OR 97303 z

SECTION 1: INTRODUCTION

SAMTD is soliciting Requests For Qualifications for Architectural and Engineering related services pursuant to 49 U.S.C. § 5325(b) and the “Brooks Act” 40 U.S.C. §§ 1101-1104. This solicitation requests Proposals for TOPOGRAPHICAL AND BOUNDARY SURVEY SERVICES on project support for specific surveying, right-of-way, and boundary activities in the Salem Area Mass Transit District service area, including Regional Service in Marion, Polk, Linn, and Clackamas counties. A resultant contract will include the scope of services and specifications and all work as identified in PART 2 of this solicitation.

Successful Proposer shall be licensed by the State of Oregon to do the work required under this contract.

Successful Proposer shall obtain and maintain in current status all applicable permits and licenses.

For Scope and Specifications for this project, please see PART 2 of this RFQ.

SECTION 2: PROJECT MILESTONES

• Notice To Proceed to successful contractor – March 28, 2022 (estimate)

• Substantial contract completion by – March 27, 2025 (estimate)

• Final contract completion by – March 27, 2029 (estimate – if all 4 option years are executed)

SECTION 3: INSTRUCTIONS TO PROPOSER

1. A. Proposal Submission Requirements

Technical Qualifications Response shall be submitted in a sealed envelope / container to the following address and clearly marked “RFQ 21-036 Topographical and Boundary Survey Services – Technical Qualifications”.

Pricing Response shall be submitted in a separate sealed envelope to the following address and clearly marked “RFQ 21-036 Topographical and Boundary Survey Services – Price Proposal”.

Proposals must be submitted as follows:

1. One (1) original and three (3) copies of the technical response and proposal documents in a sealed container. One (1) copy must be unbound for ease of photocopy reproduction.

One (1) copy of the price proposal in a separate, sealed envelope marked, “Price Proposal.”

(See Price Proposal Form Exhibit #13). No mention of the price proposal shall be made in the response to the technical qualifications of this Request For Qualifications.

* See Item #6 below for acceptable alternative methods of submission.

2. One (1) electronic PDF format version of the response and proposal documents on a USB flash drive. The price proposal shall be submitted in a separate electronic file contained on the USB flash drive and named “RFQ 21-036 Exhibit 13 Price Proposal – (Proposer Name here)”

3. Digital signatures on forms are permitted.

4. Submit with a cover letter to:

Daniel M. Knauss Procurement & Contracts Manager Salem Area Mass Transit District 555 Court St., NE Suite 5230 dan.knauss@cherriots.org

5. In the event of any conflicts between the hard copy and the electronic copy, the hard copy will prevail.

6. COVID-19 Considerations:

An email submission with electronic signatures submitted on or before the proposal close date and time will be accepted and considered a timely response to our solicitation.

a. Technical response and proposal documents shall be in an electronic file named “RFQ 21-036 Technical Response – (Proposer Name here)”.

mailto:dan.knauss@cherriots.org

b. Required forms, Exhibits (excluding Exhibit 13) and documents shall be in an electronic file named “RFQ 21-036 Required Exhibits and Documents – (Proposer Name here)”.

c. The Price Proposal Exhibit 13shall be in an electronic file named “RFQ 21-036 Exhibit 13 Price Proposal – (Proposer Name here)”.

SAMTD will also accept an electronic formatted version (USB flash drive preferred) of the proposal documents, which are received at the SAMTD office on or before the proposal close date and time, and this submission will also be accepted and considered a timely response to our solicitation.

Additionally, SAMTD will also accept hard copy proposals that are received on or before the proposal close date, however an electronic formatted version is also required. Proposals delivered via US Mail can continue to be sent to the address identified in the solicitation.

Proposals must be received by SAMTD by 4:00 p.m., Pacific Standard Time, November 17, 2021.

B. Accommodation For People With Disabilities - People with disabilities who wish to request special accommodation, (e.g., sign language interpreters, Braille, etc.) need to contact SAMTD seven (7) working days prior to the scheduled proposal opening.

C. Exceptions / Modifications To Drawings And Specifications - Proposer may not take exception to, or modify any part of, the Scope and Specifications set forth in Part 2.

D. Right of Rejection / Cancellation and Irregularities / Cost of Proposal - SAMTD reserves the right to reject any or all Proposals, or part thereof, to accept one or more items of a proposal without obligation as to other items. SAMTD reserves the right to cancel this RFQ / solicitation at any time without liability prior to execution of a contract by SAMTD if it is in SAMTD’s or the public's best interest. Under no circumstances will SAMTD be liable for any costs the firm incurs while preparing or presenting the proposal. All Proposals will become part of the public file without obligation to SAMTD. SAMTD enforces the right to wave irregularities anytime through the solicitation process.

E. Late Proposals - Proposals submitted or received after the date and time indicated herein may not be accepted. Requests for extensions of the proposal closing date or time may be requested prior to the deadline for receipt of Proposer questions noted above. Timely requests will be considered, but SAMTD reserves the right to extend the due date or decline to extend the due date at its sole discretion.

F. One Proposal; Partial Proposals – A Proposer may not submit more than one (1) Proposal in response to this solicitation. No partially completed Proposals will be accepted and will be rejected if not properly completed based on the solicitation guidelines.

G. Single-Proposer Responsibility - Single-Proposer responsibility is required under this RFQ. Each

Proposer responding to this RFQ must propose all professional services/goods and provide all materials, equipment, supplies, transportation, freight, special services, and other work described or otherwise required herein for each project task.

H. Withdrawal or Modification of Proposals – Proposals shall not be modified after the due date and time for Proposal submittal. Proposals may be withdrawn by Proposer before Proposal due date and time as specified within this solicitation.

I. Requests for Clarification or Modification - All requests for clarification or modification of the RFQ shall be made in accordance with PART 1, Section 3, subsection 13 of this RFQ. All requests submitted prior to the deadline for receipt of questions shall be responded to and made available to all interested Proposer. Where applicable, Proposer is required to provide the value of each proposed modification and a brief explanation as to why the change is requested. Value shall be defined as any cost or savings to SAMTD and the advantage to SAMTD of the proposed change.

J. Required Forms: If a form does not apply to your business or Proposal, please mark the form “Not Applicable.” Sign and date each form. Some forms may require notarization. Failure to complete all forms will result in your Proposal being ruled nonresponsive. Nonresponsive Proposals will not be evaluated or awarded a contract.

K. Addenda - Modifications to this RFQ shall be made only by addenda to the solicitation. Verbal or faxed instructions, interpretations, and changes shall not serve as official expressions of SAMTD and shall not be binding. All cost adjustments or other changes resulting from said addenda shall be taken into consideration by Proposer and included in their Proposals. All addenda issued by SAMTD shall be acknowledged by Proposer on the Acknowledgement of Addenda form.

L. Experience and Qualifications – Proposer must demonstrate to the satisfaction of SAMTD that they possess the qualifications, experience, skill, licenses, necessary facilities, and financial resources required to perform the contract services in a satisfactory manner and within the required time.

1. Introduction or Cover Letter: Provide a brief introduction of the Proposer, and/or an introduction of all members who may be involved in the contract resulting from this RFQ.

Describe primary business experience of the Proposer, length of time in business, organizational structure, size, capabilities, financial ability of Proposer to fulfill obligations of resultant contract award, ownership, the location of office(s), telephone number, email address, web-address, and any other information that the Proposer deems pertinent and introductory in nature.

2. Qualifications of Proposer: The Proposer shall describe its knowledge and past project experience relevant to SAMTD’s needs as listed in the Scope and Specifications in PART 2 of this RFQ, including the Proposer’s direct experience on projects of similar size, scope and complexity.

M. Ambiguity in Specifications - Proposer shall promptly notify the SAMTD Procurement Manager at the address listed in PART 1, Section 3, subsection 1.A of this RFQ, of any ambiguity, inconsistency, or error that they may discover upon examination of the Proposal documents.

N. DBE (Disadvantaged Business Enterprise): SAMTD has an overall agency goal of 2.49 percent for the utilization of DBEs using race neutral means. SAMTD strongly encourages and expects Proposer to pursue subcontracting, mentoring, joint venturing, teaming, and partnering opportunities with DBE firms in the ordinary course of its business/teaming strategies. Proposer are encouraged and expected to create a level playing field to the maximum practical extent, consistent with the objectives and requirements of the SAMTD DBE Program, which is based on federal regulations codified at 49 CFR Part 26. The DBE participation goal applies to the total value of the contract including the results of all pre-award negotiations and post-award change orders/modifications. SAMTD’s DBE Program and Policy may be accessed at www.Cherriots.org/en/about-us/procurement.

O. Substitution of Materials: BASE PROPOSAL MUST BE BASED UPON SPECIFIED MATERIALS.

Substitution of materials from those specified must be requested in accordance with the detailed requirements found in the Project Specifications. For the substitutions to be considered the Proposal Form must be accompanied by an alternate price and a detailed description, with drawings and manufacturer’s written specifications as may be necessary, on a separate form which fully describes the proposed alternate methods and materials.

P. Contractor’s License Law & Bond Requirements: Proposer shall comply with, and require all of their subcontractors to comply with Federal, State, County, and City contractor’s licensing laws, and be duly registered and licensed thereunder. Proposer shall provide a performance bond and a labor and material payment bond, each in the amount of (100%) of the subcontract price unless otherwise noted in the individual Proposal package.

http://www.cherriots.org/en/about-us/procurement

Note: A Performance Bond and a Payment Bond is not required for this solicitation.

Q. Solicitation and Attachments – The Solicitation and any attachment or exhibit to this RFQ will be incorporated into and made a part of the resulting Contract. In the event of a conflict between the provisions contained in the body of this RFQ, the solicitation, and any attachment or exhibit, the terms in the body of the resulting Contract will control.

R. Waiver of Liens: The Proposer is responsible for the payment of all bills for labor and materials furnished by, or to, their subcontractors and itself. Upon presentation of the billing, subcontractor shall certify that they are submitting such lien waivers for all of their lower tier subcontractors and material suppliers that have furnished services or materials for the previous billing period. A Bond in lieu of Waivers will not be satisfactory.

S. Subcontractor’s Agreement: In submitting this Proposal, the Proposer hereby agrees, if awarded a Contract, to enter into and execute SAMTD’s standard form of contract agreement.

T. Value Engineering: Base Proposal MUST be based upon specified materials. However, Proposer are encouraged to submit value engineering cost Proposals for Owner/Engineer review. These items can be submitted on the Proposal Form and clearly marked “Value Engineering Ideas”.

U. Protest: Duty to Exhaust Local Procedures. Once the Contractor exhausts SAMTD’s protest procedures, as described in applicable SAMTD Procurement Policy, the Contractor may request review from the FTA. Protests shall only be accepted from participating Proposer and must be submitted in writing and in a timely fashion, in accordance with SAMTD’s formal protest procedures. SAMTD’s formal protest procedures may be requested by contacting SAMTD Procurement by telephone at 503-588- 2424.

V. Certification: By submitting its Proposal, Proposer certifies that it is in compliance with the State of

Oregon statutory requirements governing registration of corporations and/or assumed business names.

Further, by submitting its Proposal, Proposer certifies that it is, and that its subcontractors are, in compliance with the State of Oregon statutory requirements governing registration of with the Oregon Construction Contractors Board.

2. PREPARATION OF PROPOSAL

A. Proposals must be:

i. Submitted on the Proposal forms, or copies of forms, furnished by SAMTD, and

ii. Signed. If the Proposal is made by a corporation, it shall be signed by the corporation’s authorized designee.

iii. The address of the Proposer shall be typed or printed on the Proposal in the space provided.

B. Organization & Format. Proposals shall be typed and submitted on 8.5 by 11 inch paper bound securely. See PART 1, Section 3, subsection 1.A.6 for alternate methods for submitting electronic files.

C. The Proposal may require Proposer to submit prices for one or more items, including:

(1) lump sum proposal; (2) lump sum Proposal alternate prices; (3) unit prices; or (4) any combination of items (1) through (3) above.

D. SAMTD requires proposing on all items (including alternates and unit prices). Failure to do so may disqualify the proposal. If proposing on all items is not required by the specific proposal package documents, Proposer should insert the words “NO PROPOSAL” in the space provided for any item on which no price is to be submitted.

E. Proposer MUST comply with the requirements in the Proposal Documents. Modifying the proposal forms, conditioning or limiting the proposal, or offering to perform work not requested by the Proposal Documents may disqualify the proposal.

F. Proposer must submit the most recent two (2) years of audited financial statements. This information, along with the proposal documents, will be utilized to provide SAMTD information that will lead to a financial ability determination. Financial statements may include P&L Statements, Income Statements, Balance Sheets, Tax Returns, and other company information that may help SAMTD make a financial ability to perform a resultant contract determination.

3. BASE PROPOSAL

The Proposer agrees to hold all pricing for period of one-hundred twenty (120) days from the date of the proposal opening.

4. ADDITIVE OR DEDUCTIVE PROPOSAL ITEMS

The Proposer agrees to hold all alternate and unit prices for one-hundred twenty (120) days from the date of the proposal opening.

5. SITE INVESTIGATION AND CONDITIONS AFFECTING THE WORK

By submitting this proposal, the Proposer acknowledges that it has taken steps necessary to ascertain the nature and location of the work, and that it has investigated and satisfied itself as to the general and local conditions which can affect the work or its cost, including but not limited to: (1) conditions bearing upon transportation, handling, and storage of materials; (2) the availability of labor, material, equipment, and roadways; (3) uncertainties of weather, river stages, tides, ground water, or similar climatic and/or physical conditions that may have impact; (4) the conformation and conditions of the ground; (5) the character of equipment and facilities needed preliminary to and during the work; (6) compliance with the project quality control program; and (7) compliance with the Proposer’s safety plan as approved by SAMTD, and all applicable Occupational Safety and Health Administration (OSHA) regulations for work performed on site.

The Proposer also acknowledges that it has satisfied itself as to character, quality, and quantity of materials or obstacles to be encountered. Any failure of the Proposer to take the actions described and acknowledged in this paragraph will not relieve the Proposer from responsibility for estimating properly the difficulty and cost of successfully performing the work.

6. PROPOSAL AMOUNT

The Proposer acknowledges that the details of the specifications accurately reflect the Scope of the Work on which the Proposer is submitting its proposal. Proposer should base their proposal pricing amounts on the following elements:

A. All labor, material, equipment, overhead, and compensation to complete all of the work under each particular heading as shown in the Proposal Documents at the time of proposal.

B. Travel Costs. Any travel costs associated with the Proposal shall be incorporated into the Price

Proposal. This includes lodging, meals, transportation, and tips. SAMTD shall not pay travel costs.

SAMTD is not subject to taxation; no federal or other taxes (excise, luxury, transportation, sales, etc.) shall be added to proposal amount.

7. PROPOSAL RESULTS

Following any resulting Contract award, SAMTD may provide the following information to interested parties:

A. The number of Proposals SAMTD received;

B. The name of the successful Proposer; and C. The total resulting contract price, including descriptions of items, quantities, and unit prices, if practical.

SAMTD will attempt to give notice under this paragraph promptly after contract award. SAMTD’s failure to give such notice shall not be deemed to affect the validity of the resulting contract.

8. CONTRACT AWARD

A. RESPONSIVENESS OF PROPOSAL

A proposal will be considered responsive if it meets the following requirements:

1. Is received at the proper date and time.

2. Meets the stated requirements of the proposal form.

3. Exhibits #1 - #14 under this solicitation are all completed and returned with the proposal.

4. Proposal is prepared and submitted in accordance with PART 1, Section 3, subsection 2

“Preparation of Proposal”.

5. The Contractor is licensed/registered within the State of Oregon at the time of proposal due date and is not banned from proposing by the Bureau of Labor and Industries.

6. The proposal is accompanied by a proposal guarantee, if required. Note: not required.

7. Complies with the State of Oregon and Federal requirements as applicable.

8. Demonstrated ability to comply with schedule.

9. Demonstrates performance of similar projects relative to size, schedule, etc.

10. Demonstrates the management resources and financial capacity to effect performance of the work.

B. APPARENT SUCCESSFUL PROPOSER

The apparent successful Proposer, for purpose of award, shall be the highest scoring responsive and responsible Proposer inclusive of additive or deductive proposal alternates and within the funds available for the project.

C. PROPOSAL SELECTION PROCESS

The successful Proposer shall be selected on the basis of having submitted a responsive and responsible proposal for this proposal package, and meeting the other requirements established in PART 4 and the other requirements of the proposal documents.

D. EFFECTIVE DATE OF THE CONTRACT

SAMTD will notify the successful Proposer and provide the successful Proposer with a written Notice of Contract Award. The successful Proposer shall return a signed copy of the Contract as well as all other documents required to be signed or provided such as bonds, insurance certificates, etc. The Contract will only become effective when all parties sign the contract and the Proposer provides all other documents required to be signed or provided such as bonds, insurance certificates, etc. Work performed and all costs incurred prior to SAMTD signature shall be the sole responsibility of the Proposer.

E. PAYMENT AND PERFORMANCE BONDS

Proposer must provide proposal, payment and performance bonds in their base price. Where indicated on the Proposal Form and according to the Bonding Requirements attached hereto provide a Deduct for removing requirements from Contract.

1. Proposal Bond Requirements (Construction)

Not required for this solicitation

2. Performance and Payment Bonding Requirements The successful Proposer shall be required to obtain performance and payment bonds as follows:

a. Performance bonds (Not required for this solicitation)

b. Payment bonds (Not required for this solicitation)

F. PROMPT PAY ACT

All Proposer must comply with the Prompt Payment Act, if selected. Failure to do so will be considered a material breach of contract.

9. MINIMUM WAGE AND PREVAILING WAGE REQUIREMENTS

Compliance with requirements of the prevailing wage law in ORS 279C.800 through ORS 279C.870 is required.

The Davis Bacon Wage Act and the Oregon BOLI January 1, 2021 for Region 3 – Polk County rates apply.

The higher of either the Federal or State applicable rate as of that date prevails and these shall be the wage rates to be paid for the duration of the Project.

10. APPLICABILITY OF RESULTING CONTRACT

The Oregon Standard Specifications for Construction General Conditions, will be incorporated by refer-ence into the successful bidder’s contract. All bidders represent that they are familiar with the terms of this document and that they will cooperate with SAMTD in all respects to achieve compliance with the resulting Contract.

11. PROPOSAL DOCUMENTS

The following documents form a part of and are included in the Proposal Documents:

A. Proposal Solicitation Documents Complete.

B. Scope, Drawings, and Specifications for the Project.

C. Project Schedule Milestone Dates.

12. SCHEDULE OF PROPOSAL PROCEDURES

The anticipated project procurement timetable is as follows for Proposal Solicitation RFQ 21-036

TOPOGRAPHICAL AND BOUNDARY SURVEY SERVICES:

Date Issued: December 22, 2021 Pre-Proposal Conference: January 7, 2022 11:00AM PDT * Non-Mandatory *

Requests for Question Deadline: January 14, 2022 4:00PM PST Response to Questions: January 19, 2022 5:00PM PST Proposal Closes: January 31, 2022 4:00PM PST

13. QUESTIONS, CLARIFICATIONS AND CHANGES TO RFQ

SAMTD reserves the right to make changes to the RFQ. All changes to the RFQ, prior to the receipt of Proposals, shall be electronically distributed through addendum. Failure to acknowledge receipt of an addendum may cause a proposal to be rejected as non-responsive. Following receipt of proposal, any changes to SAMTD’s RFQ will be conveyed in writing by SAMTD to the Proposers determined to be Responsive to solicitation requirements.

Proposer may submit questions, request clarification, or request a change to the RFQ by submitting a written request to Daniel Knauss, Procurement & Contracts Manager at the address set forth above in PART 1, Section 3, subsection 1.A.(4) or via email dan.knauss@cherriots.org. The request shall specify the provision of the RFQ in question, and, if a change is requested, contain an explanation for the requested change. Where applicable, Proposer are required to provide the value of each proposed modification and a brief explanation as to why the change is requested. Value shall be defined as any cost or savings to SAMTD and the advantage to SAMTD of the proposed change.

Questions, clarification requests, and /or RFQ change requests must be received by January 14 at 4:00 PM Pacific Standard Time. SAMTD will evaluate any question or request submitted, but reserves the right to determine whether to respond or accept the requested change.

Proposer shall not rely on oral or written representations regarding this RFQ unless issued in writing as an addendum by the SAMTD Procurement & Contracts Department.

14. PRE-PROPOSAL CONFERENCE – NON-MANDATORY

A Pre-Proposal Conference will be held on January 7, 2022 at 11:00AM in person and via Teleconference. Suppliers who are considering proposing for this solicitation are strongly encouraged to attend. Statements made by SAMTD at the Pre-Proposal conference are not binding upon SAMTD unless confirmed by written Addendum.

• To attend in person:

Salem Area Mass Transit District Location: Mill Creek Conference Room 555 Court Street NE, Suite 5230

• To participate via teleconference:

To access via video:

https://meet.google.com/qyc-gyuu-dxe

To access via telephone:

(US)+1 929-277-9847

PIN: 140 174 988#

15. SITE VISITATION & VIEWING

“Reserved” for this solicitation.

END OF PART 1

https://meet.google.com/fgr-tjdk-dkh?hs=122&authuser=0

PART 2

SCOPE AND SPECIFICATIONS

Topographic and Boundary Survey Services Multiple Project Contract

SECTION 1

Project Specific Information

1.01 Project Goal. This project is intended to provide project support for specific surveying, right-of-way, and boundary activities in the Salem Area Mass Transit District (SAMTD) ser-vice area, including Regional Service in Marion, Polk, Linn, and Clackamas counties.

1.02 Project Location. Contractor activities will be in the Salem Area Mass Transit District (SAMTD) service area, including Regional Service in Marion, Polk, Linn, and Clackamas counties.

1.03 Work Duration. The work on this contract will be subject to supplements and funding from projects for specific work tasks as needed for a period of three years, plus an additional four, one year contract options at SAMTD’s discretion.

1.04 Contractor Responsibility. The Contractor is responsible for one or more of the fol-lowing (defined by individual project Scope of Work):

A. Pre-survey Meeting B. Progress Meetings C. Secure Right of Entry D. Traffic Control and Traffic Control Plan E. Underground Utility Locates F. Survey Data Research G. Establish Ground Control H. Property/Boundary Surveys as needed I. Project Control Diagram and/or Preliminary/Final Land Survey Control Diagram J. Map Compilation K. Right-of-Way Research including adjoiners vesting deeds, title commitments, or memorandums of ownership L. Right-of-Way Plan/Map Preparation M. Right of Way Mapping (Mapping of existing right of way only) N. Right-of-Way Staking (Existing ROW, new ROW, TE's, SE’s, and PE's delineated for Ap-praisal) O. Right-of-Way Monumentation

P. Property Monumented Survey (As required per Oregon Revised Statutes) Q. Review By Registered Professional Surveyor R. Slope and Structure Staking

1.05 Work Product. The Contractor work products are (defined by individual project Scope of Work):

A. Project Schedule B. Labor-hour Proposal C. Cost Proposal D. Project Progress Report E. Traffic Control Plan(s) F. Monument & Surveyed Ground Control G. Signed and sealed Project Control Diagram and/or Preliminary and/or Final Land Sur-vey Control Diagram(s) H. Photography Products I. All Documents Found In Research J. Preliminary and Final Ownership Map K. Original Field Notes L. Survey Reports M. Monuments on Right of Way Lines N. Sealed ROW Plans and copies as filed in the County O. Quality Control Reports P. Electronic Data

Detailed work product requirements are described in the following Sections.

1.06 Work Product Completion. All submittals are subject to approval by the SAMTD Project Manager or their designee.

1.07 Scope of Work Organization. This draft scope of work has been carefully reviewed by SAMTD and reflects a plan of approach based on the known goals. One factor determining the selection of a Contractor is the ability of that Contractor to analyze the project goals, evaluate the work elements, and formulate a work plan. This process may produce new approaches or modification to the project work elements. Because of that, all Contractors should be aware that the Final Scope of Work for a project will be produced with the input of the selected Contractor, before specific project related task orders are issued.

SECTION 2

PROJECT MANAGEMENT AND COORDINATION

2.01 SAMTD Contacts

The Contract Administrator for this project is:

Dan Knauss SAMTD – Procurement and Contracts Manager dan.knauss@cherriots.org

Active day-to-day administration of project related terms of the contract will be delegated to the SAMTD Project Manager:

Stephen Dickey Director of Technology and Program Management

Email address will be added to the resultant Contract

Salem Area Mass Transit District 555 Court Street NE, Suite 5230 Salem, OR 97301 Phone (503) 588-2424

FAX (503) 566-3933

SECTION 3

PROJECT DESCRIPTION

The Contractor shall provide support in the following work disciplines:

3.01 SURVEYING

A. Surveying general procedures B. Global Positioning System (GPS) surveys C. Aerial surveys D. Preliminary surveys E. Construction surveys F. Perform survey data research and preliminary field reconnaissance G. Secure right of entry as required under Oregon law H. Geodetic surveys using FGCC Standards & Techniques including Blue Booking (Conven-tional & GPS) I. Project Control Networks tied to geodetic surveys based on NAD 83(2007) (Conventional or Fast Static GPS) or current datum used by CDOT.

J. Vertical Control based on NAVD 88 datum K. Prepare Project Control Diagrams L. Prepare Preliminary and/or Final Land Survey Control Diagrams M. Blue Book Vertical control with the National Geodetic Survey N. Locate & Survey BLM & GLO Aliquot & Public Land Survey System Corners O. Right of Way Surveys P. Locate & Survey all private property monumentation required to resolve property owner-ships and locations and their intersections with the existing and proposed SAMTD project real estate.

Q. Property Surveys R. Prepare preliminary ownership maps S. ALTA/ACSM Surveys (As required per ACSM.)

T. Prepare monument recovery forms and records (as required the State of Oregon, and the local county where the project is located) U. Stake ROW Parcels, TE's, SE’s, and PE's for appraisers V. Final Monumentation of ROW Line, SE’s and PE’s W. Comply with all applicable Oregon Revised Statutes X. Prepare a quality control report

y. Slope and Structure Staking using design data (Post-design/Pre-construction)

3.02 RIGHT OF WAY PLANS PREPARATION

A. Perform research, calculations and drafting to determine existing Right-of-Way within pro-ject limits defined by metes and bounds on the project coordinate system.

B. Resolve private property/boundary locations and the intersection of these boundary lines with the existing and proposed SAMTD project real estate.

C. Research ownership deeds D. Prepare Right-of-Way Plans and Legal Descriptions.

3.03 PHOTOGRAMMETRY

A. Compile three dimensional spacial drone born photogrammetry surveys of project areas as needed by the project owner.

B. Through ground supplemental survey (1) find & locate any ROW Markers and property corners (2) define all features on the project - fences, signs, culverts, all underground fea-tures, utilities, pavement and features with sensitive elevation requirements.

C. Provide digital ortho-rectified photos in TIFF format with accompanying TFW file.

3.04 ADMINISTRATIVE SUPPORT

A. Perform clerical or word processing duties B. Prepare billings and monthly progress reports

3.05 TRAFFIC CONTROL

A. Perform traffic control with planning, signing and properly trained personnel, using Manual on Uniform Traffic Control Devices (MUTCD) as a guide.

B. Provide traffic control plans to be reviewed by the local jurisdiction’s Traffic Engineer prior to implementation.

3.06 QUALITY CONTROL

A. Prepare a report that describes the procedures incorporated into the work to assure and control the quality.

3.07 TITLE WORK

A. Performs title research and prepares memorandum of ownerships with attached vesting deeds or the commitments for parcels to be acquired by SAMTD.

B. Arranges for title policies for, and on behalf of SAMTD.

SECTION 4

GENERAL INFORMATION

4.01 Task Orders. This project specific contract will set up the framework for project specific task orders. Funds for actual work will be committed only by task order and not by the basic contract.

The task order shall be initiated by:

A. Preparing a project specific task order based on the scope of work for each project identified in Section 5.

B. Negotiating the number of hours by classification for each work element with the SAMTD Project Manager or their designee.

C. Identifying any other direct costs needed to accomplish the Scope of Work.

D. Applying the pre-approved rates as established in the basic contract.

E. Negotiating the product delivery dates.

F. Identifying the total cost of work and resources needed to meet the project schedules.

G. Consultant to submitting one copy of the Project Cost/Labor Hour Work Sheet with original signatures to the SAMTD Project Manager or designated representative.

Each task order shall include a clear scope of work that describes the specific work to be done.

This scope of work shall be in specific detail in order to provide a basis for the negotiation of the number of work hours.

4.02 Authorization to Proceed. Work will not commence until the written notice-to-proceed is is-sued by SAMTD and received by the Contractor. All work will be completed within the allotted time. No payments can be made for work accomplished outside the limits of the timelines set up by the task order.

4.03 Project Coordination. The routine working contact will be between the SAMTD or their de-signee and the Contractor Project Manager (C/PM). Each Project Manager will provide the other with:

A. Synopses of their respective contacts (both by telephone and in person) with others B. Copies of pertinent written communications (electronic is acceptable in most cases)

Contractor is responsible for coordinating all Sub-Contractors and team members.

SECTION 5

PROJECT DESCRIPTIONS

The following projects have been identified as having a need for Topographical and boundary survey services to complete them. Each project is currently at various stages of completion.

Bus Stop Improvement Program:

The Bus Stop Improvement Program has already completed several construction packages. The remaining stops ideally will be completed over the next two to three years.

o Conduct Topographic and boundary surveys at project locations. Topographic and boundary surveys to include:

Tie and relate existing pertinent monumentation.

Resolve rights-of-way and roadway centerline.

Ground tie and relate all above ground features (both man-made and natural), such as overhead wires with poles and anchors; business signs, roadway signs, retaining walls, trees (including DBH), driveways, mailboxes, fences, above-grand utilities structures and irrigation infrastructure, curb, gutter, sidewalk, street signs, striping.

o Ground surface shots to establish base map contours (0.5’ and 1’ contours).

o Schedule, mark and locate limits and collect utility locate markings.

o Establish datum benchmark that relates elevations of hard features, utilities, etc. Datum shall be NAVD 88.

o Topographic and Boundary Survey shall serve as the basis for the design drawings and necessary easement acquisition legal documents. Extents of the surveys are as follows:

Approximately 75” leading up to and 25” beyond the bus stop location (in the di-rection of the adjacent traveled way), or to the face of the curb on the intersecting cross-street, whichever is less.

Survey will typically extend from edge of travel lane to back of the right-of-way, including temporary and permanent easements areas.

South Salem Transit Center The South Salem Transit Center project is early in the most recent site selection process. To complete the project through construction is anticipated to take up to four years. Topographic and Boundary Survey services needed in all stages of the project including:

o Site selection evaluation o Preliminary design o Operational detailed simulation to ensure an accurate mockup of facility design for testing vehicle turning function with in the proposed facility.

o Topographic and Boundary Survey services needed during real estate acquisition pro-cess.

o Topographic and Boundary Survey services needed in all phases of construction and project close-out.

SAMTD Maintenance and Dispatch Facility Security Fence and Gates The SAMTD Maintenance and Dispatch Facility Security Fence and Gates is in the early stage of identifying the needed elements to construct an improved security perimeter around the facility and some designated areas within the campus. The project will likely be constructed in phases, with the highest priority to close off existing gaps in the perimeter fence, and improve automated gate access.

The full project could take up to two to three years to complete all phases.

o Topographic and Boundary Survey services needed for a perimeter and area security fence and automated gates project at the SAMTD Maintenance and Dispatch Center on Del Webb Avenue NE.

New SAMTD Comprehensive District Campus The New SAMTD Comprehensive District Campus is currently in the conceptual stage. The desire is to locate a property that would accommodate all of SAMTD’s operational, maintenance, and administrative space needs onto one campus. This project will likely not initially need Topographic and Boundary Services. However, at the point that the project begins moving forward each of the listed items may be needed for this project. The project is likely to last up to four years with potentially significant gaps between the need for Topographic and boundary survey work to be completed. Timing is heavily dependent on funding.

o Site selection evaluation o Operational detailed simulation to ensure an accurate mockup of facility design for testing vehicle turning function with in the proposed facility.

o Topographic and Boundary Survey services needed during real estate acquisition pro-cess.

o Topographic and Boundary Survey services needed in all phases of construction and project close-out.

East Salem / Chemeketa Community College Transit Center The East Salem / Chemeketa Community College Transit Center is currently in the conceptual phase with the need to work together with staff from Chemeketa Community College to plan a purposely designed transit center on the community college campus. This project is likely to not start for three years and could likely extend beyond the final option year of the proposed contract. Timing is heavily dependent on funding.

o Operational detailed simulation to ensure an accurate mockup of facility design for testing vehicle turning function with in the proposed facility.

o Topographic and Boundary Survey services needed during real estate acquisition pro-cess, or development of an intergovernmental agreement for the use of the area needed for the transit center.

o Topographic and Boundary Survey services needed in all phases of construction and project close-out.

Unanticipated changes that require that the performance time be extended must be documented.

These are unanticipated changes to the work schedule not caused by the Contractor. The Contractor shall request that the task order be formally amended to extend the time. The Contractor shall submit a letter to the SAMTD Project Manager detailing the reasons for the request, documenting the time lost, and asking for the amendment for a time extension.

Ancillary Survey Services During the term of the contract there may be a need for a limited number of projects that will need some level of survey work to support these identified projects moving forward. These could include the following, but are not guaranteed to be needed:

o Interior workspace planning for maximizing use of available office space.

o Consideration of real estate acquisition that may require a repartitioning of the parcel when the full parcel would not be desired for the project.

o Minor site improvements at existing district properties that would require Topographic survey to complete.

o Right-of-way verification for potential improvements along public right-of-way that are not part of the Bus Stop Improvement Program. These could include changing the corner radius at an intersection to allow for bus turns without turning into oncoming traffic.

END OF PART 2

PART 3

PROPOSAL FORMS

EXHIBITS 1-14

SALEM AREA MASS TRANSIT DISTRICT EXHIBITS

The following items must be included in your proposal in order to receive consideration. Failure to complete all forms included in this package may result in your proposal being ruled nonresponsive. Nonresponsive Proposals will not be considered for a contract award. Please sign and date each form and/or certification.

Proposer Sample Invoice (Please provide)

Proposer Financial Statements

Exhibit #1 – Proposal Form

Exhibit #2 – Acknowledgement of Addenda to RFQ

Exhibit #3 – Non-Collusion Affidavit

Exhibit #4 – Organizational Conflict of Interest

Exhibit #5 - DBE Participation Commitment Statement

Exhibit #6 - DBE Letter of Intent

Exhibit #7 - DBE Affidavit

Exhibit #8 - DBE Unavailable Certification

Exhibit #9 - Contractor’s Representations & Warranties Certification

Exhibit #10 - Federal Debarment & Suspension Certificate

Exhibit #11 - Certification Regarding Lobbying

Exhibit #12 – Buy America Certification

Exhibit #13 – Price Proposal Form

Exhibit #14 – References

EXHIBIT #1

PROPOSAL FORM

The undersigned (“Proposer”), upon acceptance by SAMTD, agrees to furnish all labor, freight, transportation, materials, equipment, services, supplies, and other work in accordance with the Request For Qualifications No. 21-036, entitled ”TOPOGRAPHICAL AND BOUNDARY SURVEY SERVICES,” as issued on December 22, 2021.

PROPOSER: The undersigned certifies as follows:

1. That he/she has read and understands all requirements and specifications of the Request For Qualifications (RFQ) (including any exhibits also posted); and

2. That he/she agrees to all requirements, specifications, terms, and conditions of the Solicitation referenced above; and

3. That he/she will furnish the designated item(s) and/or service(s) as Proposed in the Proposal; and

4. That he/she certifies under penalty of perjury that Proposer is, to the best of his/her knowledge, not in violation of any Oregon tax law; and

5. That his/her company has been certified as one of the following registered business classifications:

DBE ______ MBE _______ WBE _______ ESB _______ Veteran-Owned _______

Corporation ______ Other, identify: ______________________________________________

Resident Proposer (Oregon): _____ Yes _____ No

6. Federal Tax I.D. Number: D&B (Dun’s) Number:

Firm's Name:

Firm's Address:

Contact Person E-mail

Authorized Signature Date

Telephone Number Fax Number

Name of Project Manager and Title

7. Accounts Receivable Address, if different from above:

Proposer understands and agrees that, by his/her signature, if awarded the contract for the project, he/she is entering into a contract with SAMTD that incorporates the terms and conditions of the entire Request For Qualifications package.

Proposer understands that this Proposal constitutes a firm offer to SAMTD that cannot be withdrawn for one-hundred twenty (120) calendar days from the date of the deadline for receipt of Proposals. If awarded the contract, Proposer agrees to deliver to SAMTD the required insurance certificates within ten (10) calendar days of the Notice of Award.

IMPORTANT: This form must be signed below by an authorized representative of the proposing firm, to authenticate the Proposal.

Authorized Signature: Date:

Printed Name:

Title:

EXHIBIT #2

ACKNOWLEDGMENT OF ADDENDA

The following form shall be completed and included in the Proposal.

Failure to acknowledge receipt of all addenda may cause the Proposer to be considered nonresponsive to the solicitation. Acknowledged receipt of each addendum must be clearly established and included with the Proposal.

The undersigned acknowledges receipt of the following addenda to the documents:

Addendum No. Dated

Addendum No. Dated Addendum No. Dated Addendum No. Dated Addendum No. Dated Addendum No. Dated Addendum No. Dated

Contractor Name:____________________________________________________

Signature of Authorized Representative:______________________________ ____

Printed Name:__________________________________Date:________________

Title/Position:_______________________ _______________

EXHIBIT #3

NON-COLLUSION AFFIDAVIT

I state that I am (the sole owner) (a partner) (an officer) (an agent) of ________________________, and that I am authorized to make this affidavit on behalf of my firm, and its owners, directors, and officers.

I am the person responsible in my firm for the price(s) and the amount of this offer.

I state that:

1. The price(s) and amount of this offer have been arrived at independently and without consultation, communication, or agreement with any other contractor, Proposer, or potential Proposer.

2. That neither the price(s) nor the amount of this Proposal, and neither the approximate prices(s) nor approximate amount of this Proposal, have been disclosed to any other firm or person who is a Proposer or potential Proposer, and they will not be disclosed before the Proposal opening/closing.

3. No attempt has been made or will be made to induce any firm or person to refrain from Proposing on this contract, or to submit a Proposal higher than this Proposal, or to submit any intentionally high or competitive Proposal or other form of complementary Proposal.

4. The Proposal of my firm is made in good faith and not pursuant to any agreement or discussion with, or inducement from, any firm or person to submit a complementary or other form of competitive Proposal.

5. , its affiliates, subsidiaries, officers, directors, and employees are not currently under investigation by any governmental agency and have not in the last four years been convicted of or found liable for any act prohibited by state or federal law in any jurisdiction, involving conspiracy or collusion with respect to Proposing on any public contract.

I state that understands and acknowledges that the above representations are material and important, and will be relied on by Salem Area Mass Transit District in awarding the contract(s) for which this Proposal is submitted. I understand and my firm understands that any misstatement in this affidavit is and shall be treated as fraudulent concealment from Salem Area Mass Transit District of the true facts relating to the submission of Proposals for this contract.

Signed Date _____________________________

Printed Name and Title ______________________________________________________

EXHIBIT #4

ORGANIZATIONAL CONFLICT OF INTEREST

AND AVOIDANCE / MITIGATION PLAN

This disclosure statement outlines potential organizational conflicts of interest, either real or apparent, which as a result of activities or relationships with other persons or entities, such person or entity:

1. Is unable or potentially unable to render impartial assistance or advice to Salem Area Mass Transit District; or

2. Is or might be otherwise impaired in its objectivity in performing the contract work; or

3. Has an unfair competitive advantage.

SECTION I. List potential organizational conflicts of interest. An organizational conflict of interest exists where other activities, relationships, or contracts of a contractor inhibit, affect, or prevent the contractor from rendering impartial assistance or advice to SAMTD; a contractor's objectivity in performing the contract work is…